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Portfolio (Quarterly) Guide ↗

TOCQUEVILLE ASSET MANAGEMENT L.P.

· CIK 0000883961
13F Portfolio $6.7B AUM 547 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 145 Added 249 Reduced 57 Exited
Page 9 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VDC VANGUARD WORLD FD 8,762.0 $2.0M 0.03% -12K -56.8% $224.59 +2.3%
162 GE GE AEROSPACE Industrials 6,534.0 $1.9M 0.03% -119.0 -1.8% $283.77 +6.3%
163 QQQ INVESCO QQQ TR Financial Services 3,002.0 $1.7M 0.03% -52.0 -1.7% $577.18 +23.8%
164 AEM AGNICO EAGLE MINES LTD Basic Materials 8,183.0 $1.7M 0.03% -19K -70.2% $202.98 -12.4%
165 MET METLIFE INC Financial Services 23,390.0 $1.7M 0.03% -885.0 -3.6% $70.72 +19.2%
166 TT TRANE TECHNOLOGIES PLC Industrials 3,940.0 $1.6M 0.02% -225.0 -5.4% $416.74 +8.4%
167 VLO VALERO ENERGY CORP Energy 6,496.0 $1.6M 0.02% -174.0 -2.6% $247.08 +2.7%
168 OXY OCCIDENTAL PETE CORP Energy 24,687.0 $1.6M 0.02% -256K -91.2% $65.00 -9.5%
169 PRU PRUDENTIAL FINL INC Financial Services 16,422.0 $1.6M 0.02% -184.0 -1.1% $97.69 +5.7%
170 PHIN PHINIA INC Consumer Cyclical 19,775.0 $1.4M 0.02% -2K -9.9% $68.44 +8.9%
171 PLAB PHOTRONICS INC Technology 33,240.0 $1.3M 0.02% -2K -5.3% $40.41 +23.3%
172 VOYA VOYA FINANCIAL INC Financial Services 19,500.0 $1.3M 0.02% -393.0 -2.0% $68.32 +20.6%
173 ARW ARROW ELECTRS INC Technology 9,242.0 $1.3M 0.02% -249.0 -2.6% $143.41 +48.4%
174 PM PHILIP MORRIS INTL INC Consumer Defensive 7,959.0 $1.3M 0.02% -315.0 -3.8% $165.34 +14.1%
175 XLY SELECT SECTOR SPDR TR 11,500.0 $1.3M 0.02% -100.0 -0.9% $108.98 +8.9%
176 WFC WELLS FARGO CO NEW Financial Services 15,473.0 $1.2M 0.02% -112K -87.9% $79.61 -4.8%
177 EPD ENTERPRISE PRODS PARTNERS L Energy 32,199.0 $1.2M 0.02% -500.0 -1.5% $37.84 +4.3%
178 PAAS PAN AMERN SILVER CORP Basic Materials 22,221.0 $1.2M 0.02% -2K -6.3% $54.63 +0.3%
179 EEM ISHARES TR 21,117.0 $1.2M 0.02% -1K -5.8% $56.79 +16.3%
180 XHB SPDR SERIES TRUST 12,098.0 $1.2M 0.02% -5K -29.6% $98.72 +0.9%
Page 9 of 13  ·  249 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.6%
Industrials 14.4%
Financial Services 12.9%
Healthcare 11.5%
Consumer Cyclical 11.3%
Communication Services 8.3%
Basic Materials 7.0%
Energy 5.9%
Consumer Defensive 4.5%
Utilities 2.5%